Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bancorp, Inc.TBBK · Entity 4314 | Director | May 27, 2026 | May 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Bancorp, Inc.
Report date May 27, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 213,285 |
Reported balance
After 2026-05-27 transaction · row 1
1 source rowRow 1 · 2026-05-27 · Grant · Acquired 2,250 · Balance 213,285 F1: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 12,900 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,900 F2: The Reporting Person is the trustee for four trusts, the beneficiaries of which are the Reporting Person's grandchildren. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Child and Child's Family | 7,400 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,400 F3: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Child and Child's Family | 7,400 |
Reported balance
Holding disclosure · report date 2026-05-27 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,400 F3: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant.
F2: The Reporting Person is the trustee for four trusts, the beneficiaries of which are the Reporting Person's grandchildren. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
F3: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 27, 2026 Filed May 28, 2026 23:00 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 2,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039852-26-000095 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,285 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:46 UTC | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-26-000017 · ownership.xml · nonDerivative · entry 4 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Child and Child's Family Disclosed balance after: 7,400 F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:46 UTC | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-26-000017 · ownership.xml · nonDerivative · entry 3 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Child and Child's Family Disclosed balance after: 7,400 F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:46 UTC | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-26-000017 · ownership.xml · nonDerivative · entry 2 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 12,900 F1 · ownership.nature: The Reporting Person is the trustee for four trusts, the beneficiaries of which are the Reporting Person's grandchildren. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:46 UTC | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 4,800 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-26-000017 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,035 Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:03 UTC | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-25-000185 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,635 Read SEC document |
| November 07, 2025 Filed Feb 6, 2026 21:44 UTC Amendment | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-26-000015 · ownership.xml · nonDerivative · entry 4 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Child and Child's Family Disclosed balance after: 6,200 F3 · ownership.nature: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 07, 2025 Filed Feb 6, 2026 21:44 UTC Amendment | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-26-000015 · ownership.xml · nonDerivative · entry 3 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Child and Child's Family Disclosed balance after: 6,200 F3 · ownership.nature: The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 07, 2025 Filed Feb 6, 2026 21:44 UTC Amendment | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-26-000015 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,835 F1 · shares: On November 12, 2025, the Reporting Person filed a Form 4 which, due to administrative error, inadvertently omitted 1,800 shares that were gifted from the Reporting Person. The number of gifted shares and total direct holdings have been updated to reflect these gifts. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:19 UTC | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-25-000138 · ownership.xml · nonDerivative · entry 2 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 10,500 F1 · kind: The Reporting Person gifted shares to four trusts, the beneficiaries of which are the Reporting Person's grandchildren. F2 · ownership.nature: The Reporting Person is the trustee for four trusts, the beneficiaries of which are the Reporting Person's grandchildren. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:19 UTC | Bancorp, Inc. TBBK · Entity 4314 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0002039852-25-000138 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,235 F1 · kind: The Reporting Person gifted shares to four trusts, the beneficiaries of which are the Reporting Person's grandchildren. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:13 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 2,413 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039852-25-000096 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,235 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 30, 2024 Filed May 31, 2024 20:02 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 2,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-24-000200 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,822 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 07, 2024 Filed May 8, 2024 20:15 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 1,000 | $32.45 | $32,445.00 |
DisclosureSEC source: 0000950159-24-000147 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 215,038 Read SEC document |
| May 06, 2024 Filed May 7, 2024 20:00 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 3,051 | $32.03 | $97,723.53 |
DisclosureSEC source: 0000950159-24-000145 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,038 Read SEC document |
| May 25, 2023 Filed May 26, 2023 20:13 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 2,782 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-23-000192 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,987 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 25, 2022 Filed May 26, 2022 20:05 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 4,598 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-22-000166 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,205 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant Read SEC document |
| December 21, 2021 Filed Dec 21, 2021 22:03 UTC | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $10.45 | $0.00 |
DisclosureSEC source: 0001295401-21-000026 · primary_doc.xml · derivative · entry 5 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2023-01-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 21, 2021 Filed Dec 21, 2021 22:03 UTC | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionCommon Stock | 5,000 | $10.45 | $52,250.00 |
DisclosureSEC source: 0001295401-21-000026 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,607 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:12 UTC | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $8.50 | $0.00 |
DisclosureSEC source: 0001295401-21-000024 · primary_doc.xml · derivative · entry 5 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2022-01-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 21:12 UTC | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionCommon Stock | 5,000 | $8.50 | $42,500.00 |
DisclosureSEC source: 0001295401-21-000024 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,607 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:31 UTC | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $7.36 | $0.00 |
DisclosureSEC source: 0001295401-21-000016 · primary_doc.xml · derivative · entry 6 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:31 UTC | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionCommon Stock | 5,000 | $7.36 | $36,800.00 |
DisclosureSEC source: 0001295401-21-000016 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,607 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2021 Filed Jun 7, 2021 21:39 UTC Amendment | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $7.36 | $0.00 |
DisclosureSEC source: 0001295401-21-000018 · primary_doc.xml · derivative · entry 5 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-08-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2021 Filed Jun 7, 2021 21:39 UTC Amendment | Bancorp, Inc. TBBK · Entity 4314 | Exercise / conversionCommon Stock | 5,000 | $7.36 | $36,800.00 |
DisclosureSEC source: 0001295401-21-000018 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,607 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 09, 2021 Filed Feb 9, 2021 22:04 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 4,784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950159-21-000052 · ownership.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,607 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| May 20, 2020 Filed May 21, 2020 21:03 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 13,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295401-20-000035 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,823 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| November 20, 2019 Filed Nov 21, 2019 21:47 UTC | Bancorp, Inc. TBBK · Entity 4314 | PurchaseCommon Stock | 10,000 | $10.84 | $108,401.00 |
DisclosureSEC source: 0001295401-19-000069 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,723 F1 · price: Reporting Person purchased a total of 10,000 shares at prices ranging from $10.825 to $10.86 for an average price of $10.840138. Read SEC document |
| February 11, 2019 Filed Feb 11, 2019 23:39 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001295401-19-000033 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,723 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in one installment on the first anniversary of the date of grant. Read SEC document |
| May 16, 2018 Filed May 17, 2018 21:58 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 7,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001295401-18-000026 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,223 F1 · price: The Reporting Person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. upon vesting. The restricted stock units shall vest in full one year from the date of grant. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 19:39 UTC | Bancorp, Inc. TBBK · Entity 4314 | GrantCommon Stock | 15,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001312741-17-000001 · primary_doc.xml · nonDerivative · entry 1 Lamb William H · CIK 0001312741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,723 F1 · price: The reporting person was granted restricted stock units, each of which represents the right to receive one share of common stock of The Bancorp, Inc. The restricted stock units vest in three equal annual installments beginning on February 3, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.